Kaizen Planning and Chartering Tool (Excel XLSX)

BENEFITS OF DOCUMENT

1. The ability to fully plan and sustain the end-to-end Kaizen Event effort in one single tool.
2. Fully modifiable pre-populated task and actions - ready for use on day 1
3. Create standardized planning and chartering across the enterprise

DESCRIPTION

This product (Kaizen Planning and Chartering Tool) is an Excel template (XLSX), which you can download immediately upon purchase.

An essential part of any important activity is the ability to reasonably plan, perform, and sustain the effort. This Planning and Chartering tool has been designed to be easy to use and to modify as needed. It is prepopulated with time-sequenced tasks and action items (when can be easily modified to fit your unique needs). It is a tool you can use across the enterprise, creating uniformity and standardization of activities. It is divided into three sections:

1. Pre-Kaizen Planning Checklist
2. Kaizen Charter
3. Post Kaizen Sustainment

Additionally, all planning timeframes are set up to print as single pages, allowing you to communicate each timeframe singularly or all at once.

What This Tool Provides

This multi-tab Excel planning and charting tool is the most comprehensive and detailed Kaizen planning tool available. We firmly believe you cannot find a more comprehensive planning tool anywhere! This tool provides users with a well-designed, yet modifiable tool to meet the user's unique needs. It is formulated in FranklinGood's highly visual user-friendly format.

The Kaizen planning tool contains Kaizen pre-event, chartering, and post-event planning and sustainment sections. The approach to planning and chartering is intuitive and straight-forward. Time sequenced and relative tasks are prepopulated in all of the planning sections. The tool contains the following pre-event planning pages:

•  3-4 Weeks prior
•  2-3 Weeks prior
•  1-2 Weeks prior
•  3-5 Days prior

All sections of the tool have been designed to print as single pages so that you can effectively communicate your plans and charters

The tool also provides a Kaizen Chartering section. Just fill in the fields and then print – it's that easy. It contains appropriate signature requirements, an overview, problem and goal statements, scope description, goals, and team member names. It also includes a list of definitions of each of the sections of the charter.

The Post-Kaizen tool provides the ability to perform a sustainment audit with the ability to address corrective actions and actually calculates percent completion of post-event activities ensuring the long-term success of your Kaizen effort.

Benefits

1. The ability to fully plan and sustain the end-to-end Kaizen Event effort in one single tool.
2. Your Kaizens will be more successful, and success breeds success – this planning and chartering tool will help you with your overall continuous improvement efforts.
3. Fully modifiable pre-populated task and actions – ready for use on day 1
4. One tool to plan and sustain all of your Kaizen activities
5. Create standardized planning and chartering across the enterprise

Train the Trainer Services

Train the Trainer services can be conducted via virtual or on-site for this tool. Please request details and pricing by contacting us directly.

The tool includes a detailed Kaizen Event Charter section with fields for strategic goal alignment, problem and goal statements, and team member roles. The Post-Kaizen Control Audit Report ensures continuous improvement by tracking key metrics and corrective actions.

Source: Best Practices in Kaizen Excel: Kaizen Planning and Chartering Tool Excel (XLSX) Spreadsheet, FranklinGood